| Elm Partners Management LLC | 6 | $4.28M | 0.19% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6 | $4.30M | 0.07% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6 | $4.31M | 0.05% | −75−92.6% | Reduced |
| Sittner & Nelson, LLC | 6 | $4.31M | 1.57% | −2−25.0% | Reduced |
| Summit Trail Advisors, LLC | 6 | $4.31M | 0.06% | −2−25.0% | Reduced |
| Aprio Wealth Management, LLC | 6 | $4.31M | 0.24% | −1−14.3% | Reduced |
| Blackhill Capital Inc | 6 | $4.31M | 0.22% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 6 | $4.31M | 1.18% | 00.0% | Unchanged |
| Avenir Corp | 6 | $4.31M | 0.53% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 6 | $4.31M | 0.61% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6 | $4.31M | 0.13% | 00.0% | Unchanged |
| Parthenon LLC | 6 | $4.31M | 0.49% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 6 | $4.31M | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $4.31M | 0.26% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 6 | $4.31M | 0.38% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6 | $4.31M | 0.21% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 6 | $4.31M | 1.37% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6 | $4.31M | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6 | $4.31M | 0.25% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 6 | $4.31M | 0.45% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 6 | $4.31M | 0.28% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6 | $4.31M | 1.14% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 6 | $4.31M | 0.37% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6 | $4.31M | 0.05% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 6 | $4.31M | 0.34% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 6 | $4.31M | 3.34% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6 | $4.31M | 0.14% | 00.0% | Unchanged |
| Canopy Partners, LLC | 6 | $4.31M | 1.48% | 00.0% | Unchanged |
| PFG Investments, LLC | 6 | $4.31M | 0.20% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 6 | $4.31M | 0.63% | 00.0% | Unchanged |
| Sunpointe, LLC | 6 | $4.31M | 1.41% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 6 | $4.31M | 1.29% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 6 | $4.31M | 0.44% | 00.0% | Unchanged |
| KP Management LLC | 6 | $4.31M | 1.23% | 00.0% | Unchanged |
| IFC Advisors LLC | 6 | $4.31M | 0.62% | 00.0% | Unchanged |
| 71 West Capital Partners | 6 | $4.31M | 0.19% | 00.0% | Unchanged |
| Allie Family Office LLC | 6 | $4.31M | 1.88% | +1+20.0% | Added |
| Elgethun Capital Management | 6 | $4.31M | 0.71% | +3+100.0% | Added |
| Cornerstone Advisors Asset Management, LLC | 6 | $4.31M | 0.66% | +5+500.0% | Added |
| OpenArc Corporate Advisory, LLC | 6 | $4.31M | 0.06% | +5+500.0% | Added |
| Allianz Asset Management GmbH | 6 | $4.31M | 0.00% | +6 | New |
| Cortland Associates Inc | 6 | $4.31M | 0.62% | −7−53.8% | Reduced |
| Birinyi Associates Inc | 6 | $4.31M | 1.17% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6 | $4.31M | 1.92% | 00.0% | Unchanged |
| Wedmont Private Capital | 6 | $4.32M | 0.14% | −1−14.3% | Reduced |
| EFG International AG | 7 | $5.02M | 0.11% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 7 | $5.03M | 0.10% | −8−53.3% | Reduced |
| Natural Investments, LLC | 7 | $5.03M | 1.24% | +5+250.0% | Added |
| Barclays PLC | 7 | $5.03M | 0.00% | −11−61.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7 | $5.03M | 0.32% | −1−12.5% | Reduced |
| SCS Capital Management LLC | 7 | $5.03M | 0.05% | −1−12.5% | Reduced |
| RMB Capital Management, LLC | 7 | $5.03M | 0.09% | −1−12.5% | Reduced |
| Equitable Trust Co | 7 | $5.03M | 0.23% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $5.03M | 0.21% | 00.0% | Unchanged |
| Old National Bancorp | 7 | $5.03M | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 7 | $5.03M | 0.06% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 7 | $5.03M | 0.20% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 7 | $5.03M | 0.07% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 7 | $5.03M | 2.97% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7 | $5.03M | 0.29% | 00.0% | Unchanged |
| Intrust Bank NA | 7 | $5.03M | 0.41% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7 | $5.03M | 0.18% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 7 | $5.03M | 4.03% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 0 | $5.03M | 0.10% | 0 | Unchanged |
| Southeast Asset Advisors Inc. | 7 | $5.03M | 0.55% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $5.03M | 0.72% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 7 | $5.03M | 3.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 7 | $5.03M | 0.74% | 00.0% | Unchanged |
| Iowa State Bank | 7 | $5.03M | 0.93% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 7 | $5.03M | 0.27% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7 | $5.03M | 0.45% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 7 | $5.03M | 0.44% | 00.0% | Unchanged |
| Durante & Waters, LLC | 7 | $5.03M | 3.64% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 7 | $5.03M | 0.12% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 7 | $5.03M | 0.10% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7 | $5.03M | 0.09% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.03M | 0.58% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 7 | $5.03M | 4.20% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7 | $5.03M | 0.14% | 00.0% | Unchanged |
| Montis Financial, LLC | 7 | $5.03M | 1.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $5.03M | 0.95% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 7 | $5.03M | 2.39% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 7 | $5.03M | 2.62% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 7 | $5.03M | 2.30% | 00.0% | Unchanged |
| Midwest Trust Co | 7 | $5.03M | 0.06% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7 | $5.03M | 0.02% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 7 | $5.03M | 0.09% | +2+40.0% | Added |
| Benjamin Edwards Inc | 7 | $5.03M | 0.05% | +2+40.0% | Added |
| Integrated Wealth Concepts LLC | 7 | $5.03M | 0.04% | +2+40.0% | Added |
| Bradyco, Inc. | 7 | $5.03M | 3.89% | +7 | New |
| Farther Finance Advisors, LLC | 8 | $5.73M | 0.05% | +1+14.3% | Added |
| South Dakota Investment Council | 8 | $5.75M | 0.11% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8 | $5.75M | 0.01% | −5−38.5% | Reduced |
| Clune & Associates, Ltd. | 8 | $5.75M | 1.08% | −1−11.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 8 | $5.75M | 1.62% | 00.0% | Unchanged |
| Capital Advisors Inc | 8 | $5.75M | 0.09% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8 | $5.75M | 0.11% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 8 | $5.75M | 1.67% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 8 | $5.75M | 0.12% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 8 | $5.75M | 1.07% | 00.0% | Unchanged |